Steward Partners Investment Advisory, LLC
Position in PPT — Franklin Premier Income Trust
CIK 1723397
STAMFORD, CT
Position in PPT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,952
-$23,194 QoQ
Shares Held
1,992
-76.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 100 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. PPT ranks #269 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in PPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,952 | 1,992 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,146 | 8,492 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,061 | 8,492 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $112,825 | 30,576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,855 | 6,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,465 | 6,500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $53,471 | 15,020 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $56,024 | 15,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $154,258 | 43,089 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $151,673 | 43,089 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $150,482 | 42,152 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $141,209 | 42,152 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $48,252 | 13,708 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $204,080 | 57,326 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $152,597 | 42,038 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $150,796 | 42,122 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $253,908 | 66,818 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $252,175 | 63,202 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $216,343 | 50,666 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $167,965 | 36,754 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $107,417 | 23,051 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $95,744 | 19,660 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $91,419 | 19,660 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $94,162 | 21,160 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $100,298 | 21,160 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $43,220 | 9,520 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||